CIK: 0001672829
申告総資産額
$1.7億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 13.14% | — | +0.92% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 12.46% | — | -0.58% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 11.45% | — | +1.42% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.14% | — | +1.75% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 4.87% | — | +1.88% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.88% | — | +1.00% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.74% | — | +3.33% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.44% | — | +4.45% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 3.04% | — | +1.02% | |
| 10 | VOX | Vanguard Communication Servi | ETF-その他 | 2.90% | — | +0.94% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.64% | — | -8.17% | |
| 12 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 2.37% | — | +7.90% | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.22% | — | +1.95% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.07% | — | +0.66% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.80% | — | -1.53% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | — | -10.85% | |
| 17 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 1.28% | — | +25.45% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.09% | — | -9.43% | |
| 19 | EMLP | First Trust North American E | ETF-その他 | 0.94% | — | +19.59% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | -9.72% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.82% | — | -0.41% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | -1.61% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.61% | — | -0.97% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.61% | — | -0.99% | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.59% | — | +59.35% | |
| 26 | NXDT | Nexpoint Diversified Real Es | 株式-その他 | 0.55% | — | — | |
| 27 | BLK | BlackRock, Inc. | 株式-金融 | 0.55% | — | — | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.53% | — | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | -1.71% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | -4.94% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | -14.80% | |
| 32 | C | Citigroup INC | 株式-金融 | 0.43% | — | -5.25% | |
| 33 | VBF | Invesco Bond Fund | 株式-その他 | 0.41% | — | — | |
| 34 | SHOP | Shopify INC - Class A | 株式-IT | 0.39% | — | -7.11% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.38% | — | -30.82% | |
| 36 | BLW | Blackrock LTD Durat INC Tr | 株式-その他 | 0.37% | — | — | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -2.01% | |
| 38 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.36% | — | — | |
| 39 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.35% | — | — | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.34% | — | -0.40% | |
| 41 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.32% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | -1.10% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -0.18% | |
| 44 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.30% | — | +1.92% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | -8.78% | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.29% | — | -11.39% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | -9.19% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.28% | — | -1.23% | |
| 49 | ✓ | Cyberark Software LTD | 株式-その他 | 0.27% | — | -0.65% | |
| 50 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.27% | — | -0.31% |